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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,708 | $80,731-89.2% | $103,378-91.6% | $74,400-88.3% |
| Participation rate | 85.3% | 65.7%+19.6pp | 74.5%+10.8pp | 67.2%+18.1pp |
| Annual return | 19.68% | 27.56%-7.9pp | 24.91%-5.2pp | 1367.51%-1347.8pp |
| Employer contribution / active EE | $1,534 | $3,159-51.4% | $3,870-60.4% | $2,624-41.5% |
| Participant deferral / active EE | $1,073 | $3,862-72.2% | $5,058-78.8% | $4,348-75.3% |
| Admin fee / account holder | $8 | $2,369-99.6% | $8,401-99.9% | $1,944-99.6% |